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Hewlett Packard Enterprise Company (HPE)

NYSE - NYSE Verzögerter Preis. Währung in USD
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16,26+0,19 (+1,18%)
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  • r
    realTOM MAGA KAG
    $AMD conversation
    AMD scored 'huge' win for El Capitan supercomputer, says Rosenblatt Rosenblatt analyst Hans Mosesmann noted that AMD (AMD) announced yesterday that it would be supplying both EPYC CPUs and Radeon GPUs in the DOE's 2 exaflop capable El Capitan supercomputer, which is a win that he called "huge." The El Capitan win "has immense implications for HPC/supercomputing markets" because next generation supercomputing architectures are leading indicators for where hyperscale and PC compute platforms are headed, argues Mosesmann. He also suspects the Street is not registering is that these contracts were expected to go to the pair of IBM (IBM) and Nvidia (NVDA) and/or to Intel (INTC), the analyst contends. The El Capitan win is an important element of the AMD story being much more than a market share gain one, contends Mosesmann, who keeps a Buy rating and $65 price target on AMD shares. AMD $HPE $IBM $NVDA $INTC
    AMD scored 'huge' win for El Capitan supercomputer, says Rosenblatt Rosenblatt AMD HPE IBM NVDA INTC
    AMD scored 'huge' win for El Capitan supercomputer, says Rosenblatt Rosenblatt AMD HPE IBM NVDA INTC
    thefly.com
  • n
    nutanix
    $NTNX conversation
    As software eats hardware phenomena continues to take hold, next 10 years will be very interesting to watch. The need for beefy and custom hardware for specific workloads doesn't arise as software becomes more capable and intelligent.
    Dell, HPE and other server vendors shrink going forward and their margins shrinking much faster. What HPE and Dell are doing right now is to move into subscription model and convert their existing customers into monthly subscribers based on beefy and expensive hardware. Eventually, they will use software and replace expensive hardware beneath with cheap commodity servers. But they will still get paid higher for their hardware. Smart move, if they actually do it. In this next 10 years journey Dell, HPE, VMware and Nutanix will have bright future assuming they can put brakes to big 5 AWS, azure, Google, Oracle and Alibaba.

    In this journey HPE and Nutanix seems far ahead and Dell/VMware has few hurdles to cross.
    This is a very simplistic take, but I am positive that every enterprise will take advantage of innovation already at play with AWS, google, Facebook etc.
    What $csco will do here, I have no idea.
    $dell, $hpe, $vmw
  • I
    InvestmentFreak
    Upbeat guidance by $HPE should be positive for $NTNX!
  • M
    Matthew
    $MU conversation
    Holding above $46 by EOD day would be a huge resistance level breakthrough. Sky’s the limit from that point. Thanks for the boost #HPE!
  • P
    Pete
    $AMD conversation
    $HPE and $DBX are both AMD customers. HP beat and increased guidance and is up AH; while Dropbox beat, but lowered forward guidance and is currently down by over -10.5%. AMD will likely do OK tomorrow as HP - an older company - has a bigger market cap compared to DBX.
  • B
    Buzzlightyear
    $HPE conversation
    What is happening with HPE stock? It just jumped in last 5 minutes.
  • L
    Luca
    $PHUN conversation
    Do not sell any of your shares. $HPE market cap is 10.5B.. this is going to explode
  • W
    William
    $NLOK conversation
    $NLOK $HPQ $HPE $DELL $XRX
    The Death Of The PC Has Been Greatly Exaggerated
    https://seekingalpha.com/article/4340218-hp-inc-death-of-pc-greatly-exaggerated?sht=q9gfs8&shu=ou534

    $NLOK is a strong buy to complement the desktop PC/laptop boom. Advertising will be dirt cheap. Consumer software and PC hardware will benefit from Covid. Work from home will support and create demand for all types of users to secure their computers and devices. For people out of work or small businesses under stress, they will definitely need a desktop PC to do their unemployment apps, PPP apps, SBA apps, loan apps, and work that can't be done on mobile devices. By the way, with all the financial and personal information floating around, all types of users (from individuals and businesses to govt) will need NLOK protection. Many people had problems filing for unemployment benefits because someone stole their identity.

    $NLOK Identity-theft and cybersecurity impacts of the coronavirus and beyond. How Covid-19 is creating data breaches: https://www.govtech.com/blogs/lohrmann-on-cybersecurity/how-is-covid-19-creating-data-breaches.html

    https://www.cnet.com/news/filing-for-unemployment-after-coronavirus-layoffs-some-are-victims-of-identity-theft/
    From telework mistakes, to virus-related phishing links, to new work processes to nation-state hackers, here’s how the coronavirus creates new opportunities for cybercriminals.
    From telework mistakes, to virus-related phishing links, to new work processes to nation-state hackers, here’s how the coronavirus creates new opportunities for cybercriminals.
    www.govtech.com
  • R
    Rares
    $HPQ conversation
    Does anyone know if $HPQ or $HPE is the part that manufactures the HP Reverb G2 VR Headset?
  • S
    S
    $HPE conversation
    Meg has sent out emails denouncing President Trump then quickly deleted them after company lawyers get on her; posted sticky notes on other employee's desk when they aren't at their cubes - she can't even say the word employee; she spins off one segment of company then buys another worthless company to add to the mess. Under Meg HP is like a dog with fleas who's trying to bed down with other dogs with fleas to spawn puppies with super fleas. Meg & Merissa should work together - they have the same kind of worthless mentality.
  • A
    Austin
    Micron Technology, Inc.
    below is from referenced HPE transcript, note the key words may have peaked doesn't say it has. so it could have already or is close to the peak

    "From a macro perspective, IT spending continues to be healthy, with robust customer demand, the market remains competitive but pricing remains rational, and we continue to pass through commodities costs. DRAM cost increases appear to have peaked; and NAND prices while less of an impact on our portfolio have become more favorable."

    Hewlett Packard Enterprise (HPE) CEO Antonio Neri on Q3 2018 Results - Earnings Call Transcript https://seekingalpha.com/article/4202716?source=ansh $HPE
    Hewlett Packard Enterprise (NYSE:HPE) Q3 2018 Results Earnings Conference Call August 28, 2018 05:00 PM ET Executives Andrew Simanek - Head, IR Antonio Neri - P
    Hewlett Packard Enterprise (NYSE:HPE) Q3 2018 Results Earnings Conference Call August 28, 2018 05:00 PM ET Executives Andrew Simanek - Head, IR Antonio Neri - P
    seekingalpha.com
  • r
    realTOM MAGA KAG
    $IBM conversation
    WOW ibm at $104? Who would believe. .. looks like the new ceo celebration is over realizing ibm lost. Supercomputer pride past over losing the jewel El Capitan to $amd and $hpe cray! If ibm failed with Power processors it means their high priced inflated products make no sense. The rest collapsing especially it's new hyped "hybrid cloud". Buying AMD tge winner is way better i hope you've sold ibm yesterday!
  • J
    JediJazz
    $CETX conversation
    $CETX Technology Sector Update $CETX, $HPE, $MOMO, $COUP Technology stocks gave back a portion of their gains this afternoon, with the shares of tech stocks in the S&P 500 climbing more than 0.4% https://www.nasdaq.com/article/technology-sector-update-for-03122019-cetxhpemomocoup-cm1113412
    Top Tech Stocks MSFT +0.54% AAPL +0.81% IBM +0.12% CSCO +0.04% GOOG +1.57% Technology stocks gave back a portion of their gains this afternoon, with.
    Top Tech Stocks MSFT +0.54% AAPL +0.81% IBM +0.12% CSCO +0.04% GOOG +1.57% Technology stocks gave back a portion of their gains this afternoon, with.
    www.nasdaq.com
  • b
    ban bam
    $HPE conversation
    Just try to cover up the lousy Q report with a merger (if ever happens). Isn't going to work this time. Will heading to 18ish. Will see:)
  • P
    Paul
    $HPE conversation
    I just read the spinoff and merge with csc.

    I still can't determine how many shares hpe shareholders will get in new company ?

    I saw what csc shareholders get but how many shares of new company if sayi got 100 shares hpe ??
  • R
    Ralph
    $HPE conversation
    HPE closed at $23.70 on Friday, 31 March 2017 and closed at $17.57 on Monday, 3 April 2017. By higher math, that's a $6.31 drop per share over the weekend or almost 27% loss. HPE, this is not how you attract investors.
  • M
    Michael
    Intel Corporation
    Good bye INTC. Dead dinosaur like d-head in WH.
    AMD scores $600M supercomputer win https://seekingalpha.com/news/3548680?source=ansh $AMD, $HPE, $AMD
  • H
    HeyGRIZZLY
    $TSNP conversation
    $TSNP merger to HUMBL to become the UNICORN 🦄 of the market. PayPal BLOCKCHAIN CRYPTO at 17 cents

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  • E
    ED
    $HPE conversation
    will current shareholders receive shares of the "new" CSC and Micro Focus
  • I
    InvestmentG
    $HPE conversation
    Meg Whitman needs to keep her phuquing pie hole shut regarding her support for Clinton. The truth is the ONLY reason she is against Trump is because of her bedroom buddy Romney hates Trump. And like Clinton, it has nothing to do with her concern for the country. If she cared about her country, she wouldn't have laid off tens of thousands of her people .Like Clinton, it's what's best for her personal bottom line. If Trump wins, every shareholder should demand her resignation.